Wealth Relationship Manager

We are seeking a dedicated and experienced Wealth Relationship Manager to join our team in the Delhi-NCR region. The ideal candidate will have a strong background in wealth management, particularly in servicing High Net Worth Individuals (HNI) and Non-Resident Indians (NRI). As a Wealth Relationship Manager, you will be responsible for building and maintaining relationships with clients, understanding their financial needs, and providing tailored investment solutions, including mutual funds and other wealth management products.

Key Responsibilities:

• Develop and manage a portfolio of HNI and NRI clients, ensuring high levels of client satisfaction and retention.
• Conduct regular meetings with clients to assess their financial goals and provide appropriate investment advice.
• Stay updated on market trends and investment opportunities to offer informed recommendations to clients.
• Collaborate with internal teams to deliver comprehensive wealth management solutions.
• Prepare and present financial plans and investment strategies to clients.
• Ensure compliance with regulatory requirements and internal policies.

Required Skills:

• Strong knowledge of wealth management products, particularly mutual funds.
• Excellent interpersonal and communication skills to build rapport with clients.
• Ability to analyze financial data and market trends.
• Proven track record in relationship management and client servicing.
• Familiarity with the Imperia platform is a plus.

If you are passionate about helping clients achieve their financial goals and have the skills to excel in a dynamic environment, we encourage you to apply for this exciting opportunity.